Wendell Hill is a registered investment advisor at Three Seasons Wealth, based in Kaysville, UT, with 18 years of industry experience. Wendell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 327 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Seasons Wealth offers investment and wealth management services for a maximum annual fee of 1.75% based on the amount of assets managed. The fees are billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter. The firm may negotiate a different fee rate for certain clients or specific client holdings.
Location
610 N. Kays Dr. #112, Kaysville, UT, 84037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wendell works with Financial Educational Systems as an agent and office manager involved in insurance/financial sales and services, dedicating about a quarter of his time. He is also self-employed as an agent involved in insurance sales and services, dedicating nearly full-time hours.
Employment History
Current Registrations
Three Seasons Wealth
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Gwn Securities INC.Broker
Great American Advisors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.